The Customer Service Ticket Portal for HubSpot® Service Hub™ Setup Guide
Version 1.0 April 2021
Congratulations! You have successfully registered on the Customer Service Ticket Portal for HubSpot® Service Hub™ (CSTP).
Follow these steps to get your portal set up and configured:
Click on “Connect to HubSpot”.You will be directed to your HubSpot® portal to link your HubSpot® account to the portal.
Once your HubSpot® account has been connected you will have to configure your portal by setting up the following:
To invite your customers to the Customer Service Ticket Portal, simply find the customer within your HubSpot® contacts tool. Then, in the right hand margin, invite them to:
Your customers will receive an invitation to register on the CSTP, via email to. Once registered, your customer will receive a link to the portal they can use to login with their email address and password.
Your customers would need to login to the CSTP with their credentials. The CSTP enables customers to use filters to see different tickets in various pipelines and statuses, in their dashboard. They can also see all recent notes added to tickets by all parties, and add new notes.
In order to view the various tickets, your customers would need to navigate to the dropdown menu in the top right-hand corner of the dashboard. They would be able to filter which tickets they would like to view, from a specific pipeline to which they have been linked to.
The CSTP gives you the ability to view tickets and see all details and notes in a timeline format. From here, your team can add notes and/or emails, which then notifies the ticket owner by email.
The ticket details will update with the new note, and the ticket owner will be notified via email.
Navigate to the to main drop down menu in your dashboard
The user will be able to login with the credentials you have registered them with.
*users refer to those individuals within your organisation to whom you grant administration rights to. They will be able to add other users and also configure settings within your CSTP dashboard.
This will allow your customers, that you have invited to the portal, to create a ticket from within the Customer Service Ticket Portal.
Here’s how to do it:
Your customers will see a button in the top right hand corner of their dashboard, from which they will be able to create a new ticket. The button will be displayed with your chosen title.
Congratulations! You are now set up within the Customer Service Ticket Portal.
The CSTP Team here at Huble Digital is ready to help you to get the most out of the CSTP, please do not hesitate to contact us at firstname.lastname@example.org if you are experiencing any issues with the setting up of your portal, or if you have any suggestions on how we might improve these instructions, have any further questions, or have feedback.
With best wishes from everyone at the Customer Service Ticket Portal Team.
This page refers to the "HubSpot® Service Hub™".
With “HubSpot® Service Hub™,” the “HubSpot” portion is a registered mark and the “Service Hub” portion is a (claimed) trademark. Service Hub is one piece of HubSpot, Inc’s complete CRM platform to help your business grow better.